Payment Plan Form
Field reference for payment plan configuration.
Payment Plan Fields
| Field | Type | Required | Max Length | Validation | Notes |
|---|---|---|---|---|---|
| Plan ID | Integer | Auto | - | - | System-generated identifier |
| Plan Code | Text | Yes | 30 | Unique | Plan code |
| Name | Text | Yes | 200 | - | Display name |
| Description | Text Area | No | 500 | - | Plan description |
| Number of Payments | Integer | Yes | - | >= 1 | Total payment installments |
| Payment Frequency | Select | Yes | - | See below | Payment schedule |
| Is Active | Boolean | No | - | - | Plan is available |
Payment Frequency Values
| Code | Description | Notes |
|---|---|---|
| MONTHLY | Monthly | Regular monthly payments |
| BIWEEKLY | Bi-Weekly | Every two weeks |
| CUSTOM | Custom | Use custom schedule dates |
Payment Plan Term (Availability by Term)
| Field | Type | Required | Notes |
|---|---|---|---|
| Plan Term ID | Integer | Auto | System-generated |
| Plan | Select (FK) | Yes | Parent plan |
| Term | Select (FK) | Yes | Academic term |
| Enrollment Deadline | Date | Yes | Last day to enroll |
| First Payment Date | Date | Yes | First payment due |
| Is Active | Boolean | No | Available for term |
Payment Plan Eligibility
| Field | Type | Required | Notes |
|---|---|---|---|
| Eligibility ID | Integer | Auto | System-generated |
| Plan | Select (FK) | Yes | Parent plan |
| Student List | Select (FK) | No | Specific student population |
| Degree Level | Select (FK) | No | Undergraduate, Graduate |
| Student Type | Select (Lookup) | No | New, Continuing, Transfer |
| Campus | Select (FK) | No | Specific campus |
| Major | Select (FK) | No | Specific major |
| Min Credits | Decimal | No | Minimum enrollment |
| Priority | Integer | Yes | Lower = higher priority |
| Is Default Plan | Boolean | No | Default for matching students |
| Effective Date | Date | Yes | When rule starts |
| End Date | Date | No | When rule ends |
Payment Plan Fee
| Field | Type | Required | Notes |
|---|---|---|---|
| Fee ID | Integer | Auto | System-generated |
| Plan | Select (FK) | Yes | Parent plan |
| Fee Type | Select (FK) | Yes | Fee category |
| Flat Fee | Decimal | Conditional | Fixed fee amount |
| Percentage Fee | Decimal | Conditional | Percentage of total |
| Is Upfront | Boolean | No | Due at enrollment |
| Spread Across Payments | Boolean | No | Split into installments |
| Currency | Select (FK) | Yes | Currency |
| Effective Date | Date | Yes | When fee starts |
| End Date | Date | No | When fee ends |
Payment Plan Schedule (for CUSTOM frequency)
| Field | Type | Required | Notes |
|---|---|---|---|
| Schedule ID | Integer | Auto | System-generated |
| Plan Term | Select (FK) | Yes | Parent plan/term |
| Payment Number | Integer | Yes | 1, 2, 3, etc. |
| Due Date | Date | Yes | Payment due date |
| Percentage of Total | Decimal | No | Portion of total due |
Student Payment Plan Enrollment
| Field | Type | Required | Notes |
|---|---|---|---|
| Enrollment ID | Integer | Auto | System-generated |
| Student | Select (FK) | Yes | Student enrolled |
| Plan Term | Select (FK) | Yes | Which plan/term |
| Billing Transaction | Select (FK) | Yes | Source billing |
| Total Amount | Decimal | Yes | Total to be paid |
| Plan Fee Amount | Decimal | No | Plan enrollment fee |
| Enrolled Date | Date | Yes | When enrolled |
| Status | Select (Lookup) | Yes | ACTIVE, COMPLETED, DEFAULTED |
Student Payment Schedule
| Field | Type | Required | Notes |
|---|---|---|---|
| Schedule Item ID | Integer | Auto | System-generated |
| Plan Enrollment | Select (FK) | Yes | Parent enrollment |
| Payment Number | Integer | Yes | 1, 2, 3, etc. |
| Due Date | Date | Yes | When due |
| Amount Due | Decimal | Yes | Amount for this payment |
| Amount Paid | Decimal | No | Amount paid so far |
| Status | Select (Lookup) | Yes | PENDING, PAID, OVERDUE |
| Paid Date | Date | No | When fully paid |
Computed Fields (Read-Only)
| Field | Description |
|---|---|
| Remaining Balance | Amount Due - Amount Paid |
| Is On Track | All payments current |
| Next Due Date | Next payment date |
Validation Rules
- Plan Code must be unique
- Number of Payments must be >= 1
- For CUSTOM frequency, schedule entries required
- Schedule percentages should total 100%
- Due dates should be in chronological order
Example Plan Configuration
Standard 4-Payment Plan:
| Payment | Due Date | Percentage |
|---|---|---|
| 1 | Aug 15 | 25% |
| 2 | Sep 15 | 25% |
| 3 | Oct 15 | 25% |
| 4 | Nov 15 | 25% |
Related Screens
- Billing Methods - Tuition calculation
- Fee Types - Plan fees